The Analysis of Bull Oak Capital, LLC's Holdings

Currently, Bull Oak Capital, LLC holds 32 types of securities in its portfolio with a total value $235.4M. In the most recent quarter, they have increased their positions in SPMO (+34.5K shares, valued at $4.2M), IVV (+3.4K shares, valued at $2.3M), VTI (+5.0K shares, valued at $1.6M); decreased their positions in AVUV (-17.2K shares, valued at $1.7M), SGOV (-14.4K shares, valued at $1.4M), VO (-3.7K shares, valued at $1.1M); initiated new positions in CTAS (+1.4K shares, valued at $296.4K), GOOGL (+969 shares, valued at $235.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR108.1K shares3.30%2025-09-302025-11-10

IEFA ISHARES TR356.5K shares0.68%2025-09-302025-11-10

SHV ISHARES TR213.7K shares-1.12%2025-09-302025-11-10

SPMO INVESCO EXCH TRADED FD TR II148.1K shares30.40%2025-09-302025-11-10

VTI VANGUARD INDEX FDS45.9K shares12.10%2025-09-302025-11-10

AVUS AMERICAN CENTY ETF TR103.5K shares-8.78%2025-09-302025-11-10

SPYM SPDR SERIES TRUST121.3K shares-0.95%2025-09-302025-11-10

SGOV ISHARES TR83.2K shares-14.73%2025-09-302025-11-10

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IAU ISHARES GOLD TR95.9K shares-0.29%2025-09-302025-11-10

AVDV AMERICAN CENTY ETF TR73.6K shares-4.13%2025-09-302025-11-10

BSV VANGUARD BD INDEX FDS65.6K shares3.43%2025-09-302025-11-10

IBIT ISHARES BITCOIN TRUST ETF69.6K shares1.58%2025-09-302025-11-10

SPAB SPDR SERIES TRUST139.1K shares1.97%2025-09-302025-11-10

GOVT ISHARES TR150.3K shares2.79%2025-09-302025-11-10

AVUV AMERICAN CENTY ETF TR33.4K shares-33.97%2025-09-302025-11-10

VO VANGUARD INDEX FDS10.6K shares-26.07%2025-09-302025-11-10

Sponsored

SCHX SCHWAB STRATEGIC TR84.6K shares0.00%2025-09-302025-11-10

VUG VANGUARD INDEX FDS3.0K shares0.00%2025-09-302025-11-10

VTV VANGUARD INDEX FDS5.6K shares0.00%2025-09-302025-11-10

MSFT MICROSOFT CORP1.5K shares-0.66%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR1.0K shares0.10%2025-09-302025-11-10

INTU INTUIT855 shares-2.62%2025-09-302025-11-10

ADBE ADOBE INC959 shares0.00%2025-09-302025-11-10

AAPL APPLE INC1.3K shares18.71%2025-09-302025-11-10

Sponsored

CTAS CINTAS CORP1.4K sharesnew addition2025-09-302025-11-10

NVDA NVIDIA CORPORATION1.6K shares0.00%2025-09-302025-11-10

CRM SALESFORCE INC1.2K shares-11.79%2025-09-302025-11-10

DFUV DIMENSIONAL ETF TRUST5.8K shares0.00%2025-09-302025-11-10

BAC BANK AMERICA CORP5.0K shares0.00%2025-09-302025-11-10

QQQ INVESCO QQQ TR411 shares0.00%2025-09-302025-11-10

GOOGL ALPHABET INC969 sharesnew addition2025-09-302025-11-10

DFUS DIMENSIONAL ETF TRUST3.1K shares0.00%2025-09-302025-11-10

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available